
Client Service Management Officer
- CRM
- Excel
- Pivot Tables
- VLOOKUP
- AI
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
Join us as aClient Service Management Officerin our Belgrade Office and grow your career in a collaborative, client-focused environment.
We’re looking for a professional with experience in B2B client support who is eager to develop their skills across the full client lifecycle, from onboarding and daily operations to reporting, issue resolution, and cross-team coordination.
If you are organized, detail-oriented, and enjoy working with clients, data, and internal stakeholders to keep operations running smoothly, this is a great opportunity to learn, contribute, and build your career supportingAcolinproducts, now part ofBroadridge.
ResponsibilitiesÂ
Support all phases of the client lifecycle, from onboarding and implementation to ongoing operations Â
Daily monitoring of client mailboxes and timely actioning of client queriesÂ
Coordination of task delivery across various servicing teams.Â
Maintain and update client information across systems (e.g., CRM, fund data tolls, internal databases)Â
Document, resolve, and escalate client issues or complaints as appropriate, ensuring proper tracking and follow-through.
Prepare and deliver routine and ad-hoc reports for internal stakeholders and clientsÂ
Support contract management and invoicing activities, while also documenting SOPs and developing training materials for operational processes.
Act as a backup for other team membersÂ
Contribute to cross-functional initiatives such as CRM or contract management cleanup projects, and partner with marketing and business teams on client communications.
RequirementsÂ
Minimum2 years of experience in B2B client support and relationship management isrequiredÂ
Experience using enterprise tools such as CRM, Excel (pivot tables, VLOOKUP), and familiarity withFunds Data or Commission tools is a strong advantageÂ
Strong organizational and time-management skillswith the ability to manage multiple priorities and deadlinesÂ
Excellent attention to detail and a high degree of accuracy when working with dataÂ
Customer-centric approach withstrong communication and interpersonal skillsÂ
Proactive problem-solver who takes initiative and ownership of tasksÂ
Ability to work independently and as part of a cross-functional teamÂ
Fluency in English (written and verbal) —additional languages are a plusÂ
Willingness to learn and adapt in a constantly evolving environmentÂ
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Hybrid Flexible at Broadridge Â
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role will be consideredhybrid, after successfully passing the probation period.
#LI-HybridÂ
#LI-LM1Â
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.Â
Use of AI in HiringÂ
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Client Service Management Officer · Broadridge Investor Communication Solutions, Inc